Plan Snapshot
- Plan Sponsor: Tri City Rentals LLC
- Sponsor EIN: 141665596
- Sponsor Address: 255 WASHINGTON AVENUE EXT, ALBANY, NY, 122055533
- Plan Type: 401(k)
- Total Participants: 272
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 272 | $19.1M | $374,845 | $713,540 |
| 2023 | 283 | $16.7M | $359,309 | $690,919 |
| 2022 | 279 | $14.3M | $346,147 | $698,142 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | SERVICE PROVIDER | $2,600 | $9,233 | $11,833 |
| ACTUARIAL PENSION ANALYSTS, INC | THIRD PARTY ADMINISTRATO | $2,600 | $8,828 | $11,428 |
| MORNINGSTAR | SERVICE PROVIDER | — | $9,228 | $9,228 |
| TEAL, BECKER & CHIAROMONTE CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORNINGSTAR — SERVICE PROVIDER
- TEAL, BECKER & CHIAROMONTE CPAS PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,489
- Estimated Expense Ratio: 0.170% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,200 | — | — | — | — |
| 2023 | $4,500 | — | — | — | — |
| 2022 | $4,950 | — | — | — | — |